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Standards have risen, lenders have tightened, and clients will need to put their best foot forward.
Borrowing on home equity may have been OK in the 1990s, when inflation was in check, but with a higher prime rate, it's time clients get back to that nearly forgotten practice of living within their means.
Unless Congress acts quickly, millions will be taxed on "forgiven" mortgage debt.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025